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Our Team

Michael Gau

Founder and CEO Win Succession Inc.
Michael Gau has extensive experience in the financial services sector at the management and executive level that includes operational and sales management activities for national companies. He held a key management role with a major insurer, prior to joining the Empire Financial Group in 1999 as Executive Account Manager British Columbia. Michael has been actively assisting advisors transition into retirement for over 15 years. Win Succession provides a team of knowledgeable, experienced professional advisors to support the ongoing needs and provides continuity of service to the retiring advisors valued clients. Michael is Past President of the Vancouver Chapter of the Managers Association of Financial Advisors of Canada, Past President of GAMA Canada and recently concluded terms on both the Advocis Board of Directors Vancouver Fraser Valley Chapter and the Advocis National Board. He was also a two term Board member of the Advocis Protection Agency. In addition to a wealth of experience in the for-profit sector, Michael has also been strongly involved at the community level, most recently as the President of the Burnaby Chamber of Commerce, where he revitalized a struggling organization and helped it become one of the strongest Chambers in Western Canada.Contact Michael

Rae-Ella Pratt

Office Administrator
Rae-Ella has been in office administration for 20+ years. She has exceptional administrative experiences in advising and assisting roles in management and business operations. She is very detailed oriented and highly analytical with demonstrated ability to quickly learn new processes and procedures. Rae-Ella has excellent organizational ability to excel in results driven and client-focused services environment but also has a diverse acumen in business development, project management, organizational and change management.Contact Rae-Ella

Shivani Hallan

Financial Advisor
Shivani Hallan is an experienced Financial Advisor providing planning and direction to her valued clients for over 18 years. She has earned her Bachelor’s degree in Commerce and has obtained her designation as a Chartered Life Underwriter. She has been serving families and business owners from a variety of professions, which results in her having extensive experience with many diverse and unique financial planning needs. She is experienced in developing strategies for corporations and individuals a well as assessing their current and future insurance or investment needs. She is passionate about learning and growing, which comes from her enjoyment of reading, travelling, and interacting with diverse communities.

Karen A. Baker

Estate Planner & Financial Advisor
Karen A. Baker is a licensed Estate Planner and Financial Advisor who is passionate about instilling sound wisdom to train the next generation in using money as a tool and not a goal.  With over 20 years in the financial services and insurance industry, she has worked in the admin role leading up to being an advisor  – so she is well versed on documentation and ensuring that families are protected with the right combination of protection and income flow. She blends the technical, tangible and intangible wisdom in her practice to help the next heirs be wise with money and live generously. Karen holds FCSI, FMA, FIC, CLU®, CKA® and QAFP.   Her mission is to help families implement tools to protect their ability to earn a living while maintaining a life of purpose.

Anita Shah

Insurance & Investment Advisor
I am an experienced Insurance and Investment Advisor, over my 18 years in the industry I have serviced hundreds of clients to help them find solutions for their specific Insurance & investment needs. I am extremely passionate about helping others protect the things that matters to them the most. My business encompasses of life insurances, critical illness and disability insurance, group Insurance, travel Insurance and wealth management. I also offer registered plans (RRSP, RESP etc.), non- registered plans and TFSA. I look forward to working with you and learning about your situation, your goals, and how I can help!

David Cooke

Financial Advisor
David Cooke has been in practice since 2001 working with self employed professionals, company owners, and working families. David’s focus on financial protection and his passion for permanent life insurance planning makes him a valuable resource to clients and colleagues alike. David lives in Mississauga with his wife and two children.

Testimonials

  • Leslie is a dynamic, knowledgeable, and most importantly, trustworthy advisor who has helped me immensely with my financial planning.

    Dr. M.B., Northumberland Hills Hospital

Associations